Infrastructure Investment Theme

by Olivier on February 4, 2009

Today I want to speak about an investment theme I have been thinking about lately. The Obama stimulus plan is all over the news. The key word being ‘Infrastructure’. Here are a few links related to the topic:

US map of infrastructure needs
America’s infrastructure
American Recovery & Reinvestment Bill

The stocks I am closely monitoring are:

CX – Cemex
GVA – Granite Construction
INSU – Insituform Technologies
IFAM – Infrastructure Materials

IFAM is the most speculative one. The CEO is the former CEO of Anglo Minerals a successful potash company I have traded in the past. You can follow the stocks checking my sector overview charts on my public list.

{ 1 trackback }

Comments on this entry are closed.

Previous post:

Next post: